Fonterra

22 Oct 18, 9:16am
Nikko's Peter Monson takes a look at China's milk powder scandal through an ESG lens to see what it takes to find investment opportuniity in these types of scandals
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18 Oct 18, 8:43am
Guy Trafford reviews the latest dairy price signals and updates the mycoplasma bovis situation
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17 Oct 18, 2:10pm
ASB economists now see a milk price for this season of $6.25 per kilogram of milk solids, down from a previous forecast of $6.50; see farmer net earnings as about $240 million lower
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10 Oct 18, 10:11am
Guy Trafford reviews and updates a series of changes affecting the dairy industry and how they will impact those affected
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10 Oct 18, 8:57am
Fonterra says it's now forecasting a milk price for farmers this season of between $6.25 and $6.50 per kilogram of milk solids, down from its previous forecast of $6.75
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8 Oct 18, 8:21am
Keith Woodford explains why all options for Fonterra’s China Farms are unattractive
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4 Oct 18, 11:01am
Dairy eyes are on the weather, especially in Australia where stress is building fast. NZ in good shape so far. Prices subject to international milk flow changes
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3 Oct 18, 4:40pm
Economists say milk production levels this season will be crucial, with the strong start already putting pressure on prices
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1 Oct 18, 9:31am
Keith Woodford describes how Fonterra entrapped itself into factory farming in China
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27 Sep 18, 4:16pm
BNZ senior economist Doug Steel sees Fonterra's $6.75 milk price forecast as difficult to achieve without an improvement in international product prices
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27 Sep 18, 9:44am
Westland Milk turnaround begins. Fonterra board elections get interesting. Canterbury sheep milk industry gets started
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24 Sep 18, 11:19am
Keith Woodford explains why lack of retained earnings combined with flawed investment strategies is at the heart of both the Fonterra and Westland Dairy capital constraints
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19 Sep 18, 2:03pm
Further falls in the global price of dairy products indicate its now more when than if Fonterra reduces its forecast milk price below the current $6.75; Westpac has dropped its forecast to $6.25 from $6.50
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19 Sep 18, 11:21am
Keith Woodford analyses the meaning of the numbers that lie deep within Fonterra’s accounts
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14 Sep 18, 1:43pm
Fonterra's woes seem to boil down to the tension between executing its long term market strategies, and maximising short term farmer returns. Updating governance the new focus
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13 Sep 18, 5:02pm
David Hargreaves thinks the struggling Fonterra dairy co-operative will need a close eye keeping on it as it endeavours to get its wobbly milk cart back on the trail
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13 Sep 18, 9:13am
Fonterra holds milk price forecast at $6.75; forecasts earnings per share of 25c-35c this year; to review investments including Beingmate; full year loss of $196 million reported
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31 Aug 18, 8:56am
Fonterra chops -25c from milk payout on rising global supply. New 2018/19 forecast payout is now $6.75/kgMS
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22 Aug 18, 4:31pm
Further falls in global dairy prices indicate that even a $6.50 farmgate milk price could be in doubt
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20 Aug 18, 11:49am
Keith Woodford discusses how Fonterra’s governors become information prisoners of management and lack independent market insights
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